Roth IRAs

Clients have a tax-saving opportunity to transfer pre-tax contributions in retirement accounts to a Roth or life insurance policy under the new law.

Seniors are likely to be in a lower tax bracket in the few years after retirement, creating a "sweet spot" for them to convert some of their traditional 401(k) or traditional IRA assets into a Roth account.

Although volatile markets mean opportunities for some investors, most clients will be better off ignoring market corrections if they are investing for the long term.

82% of surviving spouses could have collected a higher benefit if they did things differently with their filing, according to a new report.

Not all vehicles are created equal — and for high earners in particular, the conventional wisdom may not apply.

Clients can boost IRA retirement savings with this strategy, but shhh! Avoid certain terms.

Many seniors who succeeded in retirement set their sights on becoming millionaires while they were young.

The new tax law lowers the tax rates for many investors, allowing clients to enhance tax savings on the converted amount.

More than two-thirds of retirees are making this mistake because they don't have a sustainable withdrawal plan, according to a new study.

Clients who intend to leave a legacy to their loved ones should consider using a Roth IRA.